Anic Equity¶
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Total return since start: 0.609 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49145.49 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43228.9 Kr¶
PnL: ---------------------------------------> -1646.68 Kr¶
DD now: ---------------------------------> -7.483 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 12:29:42.577264'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.060000 | 1531.450000 | 108.450000 | 7.620000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 0.180000 | 918.600000 | 6.600000 | 0.720000 | 912.000000 |
| Nederman Holding | 1 | -0.490000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| JM | 7 | 2.410000 | 953.400000 | 3.400000 | 0.360000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.170000 | 905.000000 | 1.000000 | 0.110000 | 904.000000 |
| Eastnine | 6 | -0.370000 | 652.800000 | -4.200000 | -0.640000 | 657.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| Creaspac SPAC | 40 | 0.100000 | 3820.000000 | -14.000000 | -0.370000 | 3834.000000 |
| ASSA ABLOY B | 4 | -1.250000 | 976.400000 | -16.600000 | -1.670000 | 993.000000 |
| BioGaia B | 8 | -1.510000 | 887.200000 | -16.800000 | -1.860000 | 904.000000 |
| Biotage | 1 | -0.900000 | 131.800000 | -17.200000 | -11.540000 | 149.000000 |
| OX2 | 12 | -0.270000 | 888.600000 | -20.400000 | -2.240000 | 909.000000 |
| AcadeMedia | 20 | -1.450000 | 952.000000 | -26.000000 | -2.660000 | 978.000000 |
| Bufab | 3 | -1.190000 | 1045.800000 | -30.200000 | -2.810000 | 1076.000001 |
| Investor B | 3 | -0.600000 | 625.050000 | -32.950000 | -5.010000 | 657.999999 |
| Hoist Finance | 36 | -0.370000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Platzer Fastigheter Holding B | 12 | 0.790000 | 916.800000 | -34.200000 | -3.600000 | 951.000000 |
| Latour B | 4 | -1.110000 | 820.400000 | -35.600000 | -4.160000 | 856.000000 |
| Vitrolife | 3 | -2.640000 | 640.800000 | -36.200000 | -5.350000 | 677.000001 |
| Sandvik | 4 | -1.360000 | 810.800000 | -37.200000 | -4.390000 | 848.000000 |
| Byggmax Group | 33 | -0.560000 | 929.280000 | -37.720000 | -3.900000 | 966.999990 |
| Vitec Software Group B | 2 | -1.120000 | 1064.000000 | -40.000000 | -3.620000 | 1104.000000 |
| Addnode Group B | 7 | -0.960000 | 864.500000 | -40.500000 | -4.480000 | 904.999998 |
| Gränges | 10 | -2.110000 | 997.500000 | -41.500000 | -3.990000 | 1039.000000 |
| Sagax A | 4 | -0.470000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| Sagax B | 4 | -1.500000 | 842.800000 | -42.200000 | -4.770000 | 885.000000 |
| Hexatronic Group | 15 | -1.300000 | 1027.800000 | -43.200000 | -4.030000 | 1071.000000 |
| SKF B | 5 | -1.010000 | 935.000000 | -45.000000 | -4.590000 | 980.000000 |
| EQT | 4 | 0.000000 | 827.600000 | -45.400000 | -5.200000 | 873.000000 |
| Catena | 2 | -0.310000 | 760.400000 | -45.600000 | -5.660000 | 806.000000 |
| Alimak Group | 12 | -2.320000 | 960.000000 | -47.000000 | -4.670000 | 1007.000004 |
| INVISIO | 15 | -1.470000 | 3517.500000 | -54.500000 | -1.530000 | 3571.999995 |
| HEXPOL B | 8 | -0.810000 | 880.000000 | -77.000000 | -8.050000 | 957.000000 |
| Orrön Energy | 170 | -1.680000 | 1942.250000 | -103.750000 | -5.070000 | 2045.999980 |
| Hexagon B | 26 | -1.320000 | 3294.200000 | -125.800000 | -3.680000 | 3420.000012 |
| VEF | 788 | -0.360000 | 1761.970000 | -141.030000 | -7.410000 | 1903.000300 |
| Sedana Medical | 93 | -0.510000 | 2548.200000 | -435.380000 | -14.590000 | 2983.577733 |
| TOTAL | 43228.900000 | -1646.680000 | -7.48274% | 44875.578016 |
Updated:¶
'2023-06-22 12:29:59.527975'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
